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Livermore
Livermore
ZHEN

Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
72
−1 vs. Q4 2023
Portfolio value
$313.3M
+$3.09M (+1.0%) vs. Q4 2023
Filed
May 14, 2024
SEC
Holdings of Kidder Stephen W in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock140,962$24.2M7.7%−4,770−3.3%ReducedHistory
MSFTMicrosoft CorpStock35,847$15.1M4.8%−2,077−5.5%ReducedHistory
ADPAutomatic Data Processing IncStock58,516$14.6M4.7%−3,148−5.1%ReducedHistory
GOOGLAlphabet Inc.Stock95,348$14.4M4.6%−6,657−6.5%ReducedHistory
MAMastercard IncStock29,228$14.1M4.5%−2,634−8.3%ReducedHistory
FISVFiserv IncStock82,245$13.1M4.2%−6,794−7.6%ReducedHistory
AMDAdvanced Micro Devices IncStock69,737$12.6M4.0%−19,947−22.2%ReducedHistory
JNJJohnson & JohnsonStock74,631$11.8M3.8%−6,560−8.1%ReducedHistory
AMZNAmazon Com IncStock62,155$11.2M3.6%−2,170−3.4%ReducedHistory
ADIAnalog Devices IncStock54,328$10.7M3.4%−4,758−8.1%ReducedHistory
HDHome Depot, Inc.Stock27,281$10.5M3.3%−1,456−5.1%ReducedHistory
ABTAbbott LaboratoriesStock91,559$10.4M3.3%−3,520−3.7%ReducedHistory
NVDANVIDIA CorpStock11,470$10.4M3.3%−723−5.9%ReducedHistory
CNICanadian National Railway CoStock78,578$10.3M3.3%−6,133−7.2%ReducedHistory
PGProcter & Gamble CoStock61,634$10.0M3.2%−3,895−5.9%ReducedHistory
ATRAptargroup, Inc.Stock64,878$9.34M3.0%−2,540−3.8%ReducedHistory
DHRDanaher CorpStock35,657$8.90M2.8%−1,270−3.4%ReducedHistory
ROKRockwell Automation, IncStock29,161$8.50M2.7%−1,407−4.6%ReducedHistory
RTXRTX CorpStock86,136$8.40M2.7%−4,310−4.8%ReducedHistory
Nestle SA ADR641069406COM72,174$7.66M2.4%−3,075−4.1%Reduced–
TJXTJX Companies IncStock74,928$7.60M2.4%−3,685−4.7%ReducedHistory
UNHUnitedHealth Group IncStock13,916$6.88M2.2%−332−2.3%ReducedHistory
XYLXylem Inc.COM49,395$6.38M2.0%−3,285−6.2%ReducedHistory
CVXChevron CorpStock33,058$5.21M1.7%−749−2.2%ReducedHistory
PEPPepsiCo IncStock27,152$4.75M1.5%−1,768−6.1%ReducedHistory
Schneider Electric SE80687P106COM89,860$4.07M1.3%+22,595+33.6%Added–
NKENIKE, Inc.Stock34,077$3.20M1.0%−2,640−7.2%ReducedHistory
DEDeere & CoStock6,770$2.78M0.9%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM21,832$2.54M0.8%−5,100−18.9%ReducedHistory
ABBVAbbVie Inc.Stock13,326$2.43M0.8%−800−5.7%ReducedHistory
JPMJPMorgan Chase & CoStock11,222$2.25M0.7%−70−0.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,267$1.79M0.6%−195−4.4%ReducedHistory
MDTMedtronic plcStock19,830$1.73M0.6%−1,925−8.8%ReducedHistory
CARRCarrier Global CorpStock25,575$1.49M0.5%+21,325+501.8%AddedHistory
BALLBALL CorpCOM20,640$1.39M0.4%+20,640NewHistory
CVSCVS Health CorpStock17,194$1.37M0.4%−7,490−30.3%ReducedHistory
INTCIntel CorpStock28,780$1.27M0.4%−1,000−3.4%ReducedHistory
BABoeing CoStock6,555$1.27M0.4%−100−1.5%ReducedHistory
MRKMerck & Co., Inc.Stock9,104$1.20M0.4%−40−0.4%ReducedHistory
NVSNovartis AGADR12,409$1.20M0.4%−7,847−38.7%ReducedHistory
UNPUnion Pacific CorpStock4,720$1.16M0.4%−300−6.0%ReducedHistory
BACBank of America CorpStock30,565$1.16M0.4%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock4,627$1.14M0.4%−1,430−23.6%ReducedHistory
APTVAptiv PLCSHS13,475$1.07M0.3%+2,825+26.5%AddedHistory
WMTWalmart Inc.Stock15,780$949.5K0.3%−12,900−45.0%ReducedConverted for a 3-for-1 splitHistory
SPYSPDR S&P 500 ETF TrustETF1,650$863.1K0.3%−100−5.7%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$753.2K0.2%00.0%Unchanged–
MMM3M CoStock6,200$657.6K0.2%−350−5.3%ReducedHistory
SYKStryker CorpStock1,802$644.9K0.2%−18−1.0%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock3,050$624.8K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock9,580$586.1K0.2%−800−7.7%ReducedHistory
GOOGAlphabet Inc.Stock3,600$548.1K0.2%00.0%UnchangedHistory
DDominion Energy, IncStock9,439$464.3K0.1%00.0%UnchangedHistory
Novozymes A S DKK 2.0B798FW902COM7,750$453.1K0.1%−2,200−22.1%Reduced–
iShares Core S&P 500 ETF464287200ETF850$446.9K0.1%00.0%Unchanged–
GEGeneral Electric CoStock2,527$443.6K0.1%−312−11.0%ReducedHistory
GISGeneral Mills IncStock6,050$423.3K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR3,070$394.2K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,016$283.5K0.1%−41−3.9%ReducedHistory
BMYBristol Myers Squibb CoStock5,200$282.0K0.1%−141−2.6%ReducedHistory
GSGoldman Sachs Group IncStock670$279.9K0.1%00.0%UnchangedHistory
CBChubb LtdStock1,066$276.2K0.1%−30−2.7%ReducedHistory
STTState Street CorpCOM3,550$274.5K0.1%−125−3.4%ReducedHistory
VZVerizon Communications IncStock6,400$268.5K0.1%−506−7.3%ReducedHistory
PAYXPaychex IncStock2,175$267.1K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$266.5K0.1%00.0%UnchangedHistory
FASTFastenal CoStock3,230$249.2K0.1%−5,700−63.8%ReducedHistory
VRTXVertex Pharmaceuticals IncStock573$239.5K0.1%+573NewHistory
FISFidelity National Information Services, Inc.Stock3,100$230.0K0.1%+3,100NewHistory
AONAon plcCL A625$208.6K0.1%−350−35.9%ReducedHistory
EMREmerson Electric CoStock1,780$201.9K0.1%+1,780NewHistory
LMTLockheed Martin CorpStock443$201.5K0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (5)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
EWEdwards Lifesciences CorpStock6,900$526.1K0.2%History
GILDGilead Sciences, Inc.Stock5,140$416.4K0.1%History
BCEBce IncCOM NEW7,250$285.5K0.1%History
TFXTeleflex IncCOM850$211.9K0.1%History
AMGNAmgen IncStock710$204.5K0.1%History